BloomNationHelp Center

POS Settings in Your BloomNation Dashboard

Updated

Overview

The POS Settings page in your BloomNation Dashboard lets you control how orders are created, processed, and managed in your shop. From order creation preferences to delivery notifications and tipping, these settings help you tailor POS behavior to match your workflow.

Changes apply immediately after saving.

Go to POS Settings →


How to access POS Settings

  1. Log in to your BloomNation Dashboard.
  2. Go to My Shop in the left-hand menu.
  3. Select POS Settings.

POS Settings now include a sidebar for quicker navigation between sections.


Create order settings

These settings control how the in-store POS Create Order flow behaves.

In-store create order: starting section

Choose which section appears first when you open the Create Order form.

  • Customer information – Start with recipient and sender details.
  • Items – Start directly in the item and product selection flow.

Auto assign order taker and designer as the logged-in employee

  • When enabled, the logged-in employee is automatically assigned as both order taker and designer.
  • When disabled, these roles must be selected manually.

Remove tax exempt option checkbox while creating an order in POS

When enabled, the tax-exempt checkbox is removed from the POS order creation screen. This is useful for shops that rarely or never process tax-exempt orders.

Auto save POS orders (once per minute)

  • When enabled, in-progress POS orders are automatically saved once per minute.
  • This helps prevent lost work if the POS refreshes or disconnects.

Enable tipping on card reader

  • When enabled, customers are prompted to leave a tip during card reader checkout.

Delivery Management settings

Delivery-related settings control customer notifications and delivery tracking behavior.

Send SMS to customers when you mark order as delivered

When enabled, customers receive a delivery confirmation SMS when an order is marked delivered.

This setting applies to any order marked as delivered anywhere in the system and does not require Delivery Router.

Delivery Router settings

If you use Delivery Router, you’ll see additional options:

  • Send customers SMS delivery updates
  • Share live driver location with customers

These settings control in-route delivery updates and live tracking for orders placed on delivery routes.

Learn how delivery tracking and SMS notifications work →


Notification settings

Notify designer when assigned a new order

When enabled, designers receive a notification when an order is assigned to them. After selecting checkbox, you can choose Email or SMS notifications.

Receive SMS notifications for all POS orders

When enabled, you receive SMS notifications for in-store POS orders, quick charges, and other POS-created orders.


Gift card settings

Enable gift cards

When enabled, your shop can sell and accept BloomNation gift cards.

Enable promotional gift cards (issued without payment)

Allows you to issue gift cards without charging a customer — commonly used for promotions, customer recovery, or goodwill credits.


House account settings

Business name for house account statements

Customize the business name shown on House Account statements. If left blank, your shop name is used by default.

Business email for house account statements

Set the email address used for House Account statements. If left blank, your shop’s default email address is used.


Saving your changes

  1. Click Save Settings at the bottom of the page.
  2. Changes take effect immediately.

Need help?

If you have questions about POS Settings or need help choosing the best configuration for your shop, our Partner Support team is happy to help.

Phone: (210) 405-5050
Email: support@bloomnation.com